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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1926
Cranbrook Wealth Management
Michigan
$170K
BDWM
1927
Brewin Dolphin Wealth Management
Ireland
$169K
PCA
1928
Peddock Capital Advisors
Massachusetts
$169K
SA
1929
SRH Advisors
Kansas
$167K +$3.82K +60 +2%
EWM
1930
Elmwood Wealth Management
California
$167K
CT
1931
Clearstead Trust
Maine
$158K +$9.05K +142 +6%
VRM
1932
Vectors Research Management
New York
$156K +$172K +2,704 New
NSB
1933
Norway Savings Bank
Maine
$155K
CAL
1934
Capital Advisors Ltd
Ohio
$151K
PFGIA
1935
Patriot Financial Group Insurance Agency
Massachusetts
$151K +$87.5K +1,374 +160%
FMP
1936
Financial Management Professionals
Texas
$146K
TCM
1937
TD Capital Management
Tennessee
$146K
ACM
1938
AUA Capital Management
Pennsylvania
$144K
TJHA
1939
Thomas J. Herzfeld Advisors
Florida
$142K
AIP
1940
Almanack Investment Partners
Pennsylvania
$139K +$123K +1,937 New
PO
1941
Private Ocean
California
$129K
TWMP
1942
Taylor Wealth Management Partners
Massachusetts
$128K -$319 -5 -0.3%
CPH
1943
C Partners Holding
Switzerland
$127K -$128K -2,005 -52%
WAS
1944
WESPAC Advisors SoCal
California
$118K +$112K +1,752 New
LWA
1945
Lenox Wealth Advisors
New York
$117K +$51.2K +804 +86%
MFW
1946
Mosaic Family Wealth
Missouri
$116K -$15.5K -244 -13%
CAG
1947
Csenge Advisory Group
Florida
$114K -$410K -6,428 -80%
SHJ
1948
Sharkey, Howes & Javer
Colorado
$114K
MWM
1949
MinichMacGregor Wealth Management
New York
$111K -$20K -314 -16%
BBA
1950
Braun-Bostich & Associates
Pennsylvania
$111K